SFA Partners Names EVP and Chief Operating Officer
SFA Partners, a group of independent financial advisor businesses, has promoted Jamie Mackay to executive vice president and chief operating officer.
SFA Partners, a group of independent financial advisor businesses, has promoted Jamie Mackay to executive vice president and chief operating officer. In his new role he will maintain his current business development responsibilities and assume oversight of all SFA Partners’ day-to-day operations.
Mackay, who joined the firm in 2017 as vice president of business development, is a financial services professional with more than 20 years of experience serving in senior leadership positions. He will continue to report to Clive Slovin, president and chief executive officer, who will focus on “strategic growth initiatives for the company.”
“I am excited for Jamie to take on this new and expanded role within our company,” said Slovin. “Over the years, not only has he developed a deep understanding of all aspects of our business, but he’s been integral in growing our firm with many of the advisors who have joined our community in recent years coming aboard due to his tireless efforts. Going forward, I am excited to collaborate with Jamie as we develop and execute a strategic plan to benefit our advisors and their clients.”
SFA Partners said that Mackay has been “instrumental in attracting advisors to the firm” with many of them joining the firm’s registered investment advisor, Strategic Blueprint, which launched in 2017 and has doubled its assets under management in each of the past two years, growing from approximately $400 million to $1.6 billion.
SFA Partners is the umbrella company for The Strategic Financial Alliance, Strategic Blueprint, and SFA Insurance Services.
The Strategic Financial Alliance is a privately owned independent broker-dealer and RIA, which serves approximately 150 independent financial advisors across the country, collectively supporting approximately $6 billion in advisory and brokerage assets as of December 31, 2021.
